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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
276
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$379K +$57.4K +2,385 +18%
WFMPM
277
Woodley Farra Manion Portfolio Management
Indiana
$363K +$151K +6,263 +72%
CPWM
278
Cypress Point Wealth Management
Texas
$363K
MFA
279
Mayflower Financial Advisors
Massachusetts
$361K +$156K +6,500 +77%
WJA
280
Willis Johnson & Associates
Texas
$340K
MCA
281
Maryland Capital Advisors
Maryland
$339K +$190K +7,893 +129%
AM
282
Atwater Malick
Pennsylvania
$337K +$71.5K +2,973 +27%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$328K
HC
284
Hurley Capital
New York
$326K +$48 +2 +0%
FW
285
FullCircle Wealth
Texas
$324K +$54.5K +2,267 +20%
VFIC
286
Valley Forge Investment Consultants
Pennsylvania
$322K -$53.1K -2,208 -14%
DWM
287
Dakota Wealth Management
Florida
$318K
DCM
288
Dudley Capital Management
Virginia
$318K
GCA
289
Gradient Capital Advisors
California
$316K +$38.4K +1,596 +14%
ES
290
Eagle Strategies
New York
$314K +$103K +4,293 +49%
PTC
291
Private Trust Company
Ohio
$308K +$185K +7,695 +152%
IAIM
292
International Assets Investment Management
Florida
$299K -$45.1K -1,875 -13%
PS
293
Principal Securities
Iowa
$289K
MWP
294
Meredith Wealth Planning
Illinois
$289K -$890 -37 -0.3%
UCB
295
United Community Bank
South Carolina
$286K +$285K +11,840 New
KFAA
296
Klaas Financial Asset Advisors
Illinois
$275K
MC
297
Moors & Cabot
Massachusetts
$271K
HI
298
Harbour Investments
Wisconsin
$267K -$169K -7,035 -39%
CA
299
Calton & Associates
Florida
$261K +$260K +10,796 New
FAC
300
Financial Advisory Corporation
Michigan
$261K +$259K +10,780 New